Granahan Investment Management, LLC
Granahan Investment Management, LLC is an independent investment adviser headquartered in Waltham, Massachusetts. Founded in 1985, the firm specializes in small-cap and mid-cap equity strategies for institutional clients and high net-worth individuals. As of 2025, it employs approximately 20 professionals and manages over $2.5 billion in assets. Granahan serves pension funds, endowments, foundations, and other institutional investors.
Investment Strategy
Granahan Investment Management focuses on small-cap and mid-cap equity investing using rigorous fundamental research to identify high-growth opportunities, often in under-followed sectors and companies. Their philosophy emphasizes deep sector knowledge, active management, and risk control to achieve long-term capital appreciation for clients.
Latest 13F Filing Activity
Granahan Investment Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 149 equity positions with a total 13F market value of $2B. The fund increased holdings in Magnite Inc., Porch Group Inc., Oddity Tech LTD among other positions. Granahan Investment Management, LLC reduced exposure to Compass Inc., Stepstone Group Inc., Kindercare Learning Companie among others.
Top Holdings
Equity Positions (149)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PRCH | PORCH GROUP INC | 5.58% | $137.1M | 11,631,775 | $7.06 | $11.79 | +$51.6M |
O ODD | ODDITY TECH LTD | 4.16% | $102.3M | 1,355,347 | $35.80 | $75.47 | +$35.0M |
M MGNI | MAGNITE INC | 3.58% | $87.9M | 3,642,786 | $16.39 | $24.12 | +$57.6M |
G GENI | GENIUS SPORTS LIMITED | 3.53% | $86.7M | 8,336,296 | $7.51 | $10.40 | +$8.8M |
M MRX | MAREX GROUP PLC | 3.34% | $82.0M | 2,077,153 | $24.56 | $39.47 | +$7.2M |
Industry Allocation
Investment Team (10)
| Name | Role | Location | |
|---|---|---|---|
| Portfolio Manager | Boston, MA , United States | ||
D David Rose | Chief Investment Officer | Dedham, MA , United States | |
D Drew Beja | Portfolio Manager | Waltham, MA , United States | |
| Portfolio Manager | Boston, MA , United States | ||
J Joseph Cargile | Vice President, Trading | Boston, MA , United States | |
| Senior Vice President, Head Trader | Framingham, MA , United States | ||
| Equity Analyst | Boston, MA , United States | ||
| Senior ESG Associate | Boston, MA , United States | ||
| Senior Vice President and Portfolio Manager | Chicago, IL , United States | ||
Z Zlatko Todorow | Analyst | Boston, MA , United States |
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